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2. Using forms
You record most of your
daily business
transactions on a
QuickBooks form,
which looks just like a
paper form.
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3. Using lists
The list is another basic feature. You fill out most
QuickBooks forms by selecting entries from a list.
Using registers
Registers contain a record of all the activity in one
account.
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4. • QuickBooks displays one window at a time.
• You can find all commands on the menu bar.
• The icon bar allows you to manage your business more
quickly and provides quick access to the Centers.
• The Customers, Vendors, Employees, and Reports
centers give you quick access to common tasks.
• Additional centers give you access to Connected
Services.
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5. • Search and Find features help locate information.
• The Home page provides a graphical representation of
the workflow, organized in logical groups.
• The Company Snapshot gives you real-time information
about how your company is doing and provides a
location where you can keep track of the tasks you need
to perform.
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6. About the chart of accounts
When you keep books for a company, you want to track :
You track this flow of money through the chart of accounts
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7. • Assets
Includes what you have and what people owe
you.
• Liabilities
What your company owes to other people.
• Equity
Equity is the difference between what you have
and what you owe.
Equity = Assets – Liabilities
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